Nellore Capital Management as of March 31, 2024
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon.com Amzn Us Equity (AMZN) | 21.7 | $140M | 778k | 180.38 | |
| Salesforce Crm Us Equity (CRM) | 12.0 | $78M | 258k | 301.18 | |
| MercadoLibre Meli Us Equity (MELI) | 11.8 | $77M | 51k | 1511.96 | |
| Microsoft Msft Us Equity (MSFT) | 11.6 | $75M | 179k | 420.72 | |
| Appfolio BBG008GC8CP6 (APPF) | 10.6 | $69M | 279k | 246.74 | |
| Veeva Systems BBG005845P91 (VEEV) | 8.1 | $52M | 225k | 231.69 | |
| Coupang Cpng Us Equity (CPNG) | 5.5 | $36M | 2.0M | 17.79 | |
| Alphabet Goog Us Equity (GOOG) | 5.2 | $34M | 222k | 152.26 | |
| Kaspi.KZ JSC BBG00L1KN485 (KSPI) | 4.8 | $31M | 250k | 123.05 | |
| DoorDash Dash Us Equity (DASH) | 4.5 | $29M | 212k | 137.72 | |
| Alphabet Googl Us Equity (GOOGL) | 2.2 | $14M | 95k | 150.93 | |
| Enfusion Enfn Us Equity (ENFN) | 2.0 | $13M | 1.4M | 9.25 |
